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FSM Wealth Advisors’s AbbVie ABBV Stock Holding History

FSM Wealth Advisors’s Portfolio ABBV Stock Details ABBV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.15M Sell
4,589
-441
-9% -$94.9K 0.12% 99
2026
Q1 		$1.09M Sell
5,030
-766
-13% -$170K 0.14% 88
2025
Q4 		$1.32M Sell
5,796
-67
-1% -$15.3K 0.18% 72
2025
Q3 		$1.36M Buy
5,863
+415
+8% +$84.5K 0.19% 71
2025
Q2 		$1.02M Buy
5,448
+117
+2% +$21.7K 0.17% 89
2025
Q1 		$1.12M Buy
5,331
+219
+4% +$42.6K 0.25% 57
2024
Q4 		$888K Sell
5,112
-120
-2% -$22.1K 0.22% 63
2024
Q3 		$1.03M Buy
5,232
+151
+3% +$28.2K 0.27% 56
2024
Q2 		$872K Buy
5,081
+1,093
+27% +$181K 0.29% 57
2024
Q1 		$726K Sell
3,988
-310
-7% -$53.4K 0.26% 66
2023
Q4 		$666K Buy
4,298
+94
+2% +$13.7K 0.28% 65
2023
Q3 		$627K Sell
4,204
-128
-3% -$18.8K 0.32% 65
2023
Q2 		$587K Sell
4,332
-537
-11% -$78.7K 0.29% 72
2023
Q1 		$776K Sell
4,869
-857
-15% -$131K 0.45% 47
2022
Q4 		$925K Sell
5,726
-935
-14% -$143K 0.66% 38
2022
Q3 		$894K Buy
6,661
+3,599
+118% +$516K 0.74% 38
2022
Q2 		$430K Buy
+3,062
New +$468K 0.43% 64

Other funds holding ABBV

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

FSM Wealth Advisors's ABBV Position: Q2 2026 in Review

FSM Wealth Advisors reduced its AbbVie (ABBV) stake by 8.8% in Q2 2026, selling an estimated $94.9K and leaving 4,589 shares worth $1.15M. The position accounts for 0.12% of the portfolio, ranked #99.

FSM Wealth Advisors first reported a position in ABBV in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.36M in Q3 2025. 2,493 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • FSM Wealth Advisors held 4,589 shares of AbbVie worth $1.15M as of Q2 2026.
  • FSM Wealth Advisors sold 441 AbbVie shares in Q2 2026, an estimated $94.9K.
  • AbbVie made up 0.12% of FSM Wealth Advisors's portfolio in Q2 2026, its #99 holding.
  • FSM Wealth Advisors first reported a position in AbbVie in Q2 2022 and has held it in 17 quarters since.
  • FSM Wealth Advisors's AbbVie position peaked at $1.36M in Q3 2025.
  • 2,493 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.